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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,341 | $98,240-20.3% | $82,312-4.8% | $147,586-46.9% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 19.20% | 30.85%-11.7pp | 25.88%-6.7pp | 578.59%-559.4pp |
| Employer contribution / active EE | $1,580 | $3,192-50.5% | $2,428-34.9% | $4,876-67.6% |
| Participant deferral / active EE | $4,514 | $4,383+3.0% | $3,706+21.8% | $5,439-17.0% |
| Admin fee / account holder | $44,053 | $8,563+414.5% | $5,608+685.6% | $10,886+304.7% |